Drive Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Drive Wealth Management, LLC
- $440 Million
- Q2 2025
A detailed history of Drive Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Drive Wealth Management, LLC holds 82,151 shares of IBDS stock, worth $1.99 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
82,151
Previous 83,931
2.12%
Holding current value
$1.99 Million
Previous $2.03 Million
1.77%
% of portfolio
0.45%
Previous 0.49%
Shares
2 transactions
Others Institutions Holding IBDS
# of Institutions
414Shares Held
106MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.11MShares$197 Million0.01% of portfolio
-
Capital Advisors Inc4.21MShares$102 Million1.89% of portfolio
-
Morgan Stanley New York, NY3.98MShares$96.6 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC3.7MShares$89.9 Million2.19% of portfolio
-
Hm Payson & CO Portland, ME3.2MShares$77.8 Million1.38% of portfolio